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Summary
Overview
Accomplishments
Skills
Work History
Education
Work Preference
1d
Adam Hartung

Adam Hartung

Van Meter,IA

Summary

Dynamic professional with over 18 years of experience in sales, service, and training. Proven success in developing and enhancing training programs, with a strong background in customer sales and service, communication, consulting, and relationship building. Skilled at leading teams, managing client relationships, and collaborating with leadership teams. Excellent verbal, written, and interpersonal communication skills. Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.

Overview

8
8

Learning and development, training, coaching, and mentoring.

10
10

Financial services

3
3

Management and Leadership

18
18

Sales & service

Accomplishments

Learning and Development:

  • Experienced in learning and development, training, coaching, and mentoring.
  • Facilitated essential learning paths for tellers, bankers, and bank managers in both virtual and in person classes
  • Facilitated new hire onboarding, and quarterly training for home mortgage customer service, home preservation, account resolution and CCRG departments.
  • Consulted on needs assessments and identifying skill gaps leading to the design and implementation of skill set workshops.
  • Mentored and coached L&D consultant to be promoted to Sr. L&D Consultant.

Financial Service Expertise:

  • Sales and service of personal and business credit products; credit cards, line of credit, personal/business loans, auto loans, home equity loans and home equity line of credit.
  • Sales and service of personal and business deposit products; checking and savings accounts, CDs, and money market accounts.
  • Lead training in both virtual and in person environments on the sales and service of financial products for classes up to 35 employees.

Management and Leadership:

  • Managing direct reports, leading teams of up to 15 employees across 2 locations simultaneously.
  • Conducted 1 on 1 coaching and development of employees on a weekly basis resulting in meeting and exceeding quarterly sales goals.
  • Provided in-the-moment feedback as skills gaps were identified from formal and informal observations.
  • Coached and mentored multiple direct reports to earn promotions.
  • Responsible for management of the financial budget on a quarterly basis.
  • Responsible for hiring and termination, staffing, and scheduling of employees.
  • Collaborated with other managers and leadership to identify and recommend opportunities for process improvement and risk management.

Communication and Relationship Building:

  • Proven ability to communicate effectively with individuals at all levels.
  • Demonstrated success in fostering open and transparent communication across diverse organizational levels, ensuring a collaborative and inclusive work environment.
  • Skilled in customizing communication approaches to effectively connect with the target audience, promoting comprehension and active engagement.

Experience cultivating relationships with clients and acting as a trusted advisor.

  • Established a track record of building and maintaining strong, long-term relationships with clients by consistently delivering value and exceeding expectations.
  • Recognized as a trusted advisor, providing strategic guidance and solutions that align with client goals and enhance overall satisfaction.
  • Applied consultative skills to understand client needs, identify opportunities for collaboration, and effectively address concerns, contributing to high client retention rates.

Skills

  • Positive Attitude
  • Multitasking and Organization
  • Problem-Solving
  • Facilitation Techniques
  • Adult Learning Theory
  • Needs Assessment
  • Performance Consulting
  • Training delivery
  • Coaching and Development
  • Management Consultation
  • Verbal and written communication
  • Staff Training and Development

Work History

Substitute Teacher

01.2024 - Current
  • Fill in for regular teachers as needed ensuring continuous learning opportunities for students
  • Follow lesson plans provided by teaching staff
  • If no plans were left, supplement the curriculum with alternative educational activities to engage and stimulate learning for students
  • Student supervision and classroom management to maintain discipline, encourage participation, and minimize distractions
  • Leave reports for teaching staff that include attendance, lesson plan progress, disciplinary actions, and positive developments along with feedback and notes from the day(s)
  • Assist with non-classroom duties when assigned such as bus, lunch, or recess duty.

Account Executive

Professional Project Partners (P3)
07.2022 - 01.2024
  • Manage client relationships and drive sales growth
  • As the main point of contact for clients, I am responsible for understanding their needs, cross selling P3’s services, and ensuring client satisfaction
  • Nurture relationships with existing clients, acting as their trusted advisor and primary contact within P3
  • Proactively engage with clients to understand their business goals, identify opportunities for collaboration, and address any concerns or issues that arise to building strong relationships and retention
  • Actively seek new business opportunities by identifying and prospecting potential clients
  • This involves researching target industries, attending networking events, making calls, and leveraging my professional network to generate leads
  • Responsible for managing contracts and agreements with clients
  • This includes negotiating terms and conditions, ensuring compliance with legal and regulatory requirements, and coordinating with internal stakeholders to finalize agreements
  • I am also responsible for renewing contracts and maintaining accurate records of client interactions and contract details.

Account Executive

Community Choice Credit Union
08.2021 - 07.2022
  • Deliver exceptional member experiences by nurturing relationships and customizing financial packages
  • Completed member needs assessments to set members up for financial success
  • Cross-sell complementary credit union products and services; checking and savings accounts, credit cards, personal loan and line of credit, home equity loans and lines of credit, and auto loans to enhancing members' financial well-being
  • Provide comprehensive documentation for credit and loan origination, closing, and disbursement.

Learning & Development Consultant

Wells Fargo
01.2012 - 05.2021
  • Developed and enhanced training programs by implementing strategies for continuous improvement
  • Conducted engaging training sessions, both virtually and face-to-face, while providing individual and group coaching to facilitate skill development
  • Advised business leaders on program impacts and effectiveness to address knowledge gaps and promote career development
  • Led team members in their professional growth through onboarding, training, feedback, and mentorship
  • Evaluated and updated program content, design, and communication tools to optimize effectiveness
  • Assisted in project management and curriculum implementation
  • Designed and delivered a comprehensive onboarding program for new employees.

Service Manager

Wells Fargo
  • Guided team success by managing the hiring, onboarding, scheduling, and continuous coaching and feedback of team members
  • Coached and provided feedback to individuals and teams, enabling them to exceed sales goals
  • Implemented action plans and sales strategies resulting in successful cross sales of financial products
  • Managed workflow across multiple locations, ensuring seamless operations
  • Developed effective strategies and communications to foster employee engagement
  • Cultivated relationships across different business units to meet customer needs
  • Promoted to Learning & Development Consultant.

Assistant Branch Manager

Wells Fargo
  • Led team members in their professional growth through hiring, onboarding, training, and mentorship
  • Managed workflow across multiple locations, ensuring seamless operations
  • Developed effective strategies and communications to foster employee engagement
  • Cultivated relationships across different business units to meet customer needs
  • Coached and provided feedback to individuals and teams, enabling them to achieve sales goals
  • Promoted to Service Manager
  • Cross-sold financial products and services; checking and savings accounts, credit cards, personal loan and line of credit, home equity loans and lines of credit, auto loan, small business credit cards, small business loans
  • Promoted to Service Manager.

Personal Banker

Wells Fargo
  • Delivered outstanding service to customers to support their financial success, including sales, service, and financial consulting
  • Cultivated relationships across different business units to meet customer needs
  • Cross-sold financial products and services; checking and savings accounts, credit cards, personal loan and line of credit, home equity loans and lines of credit, auto loan, small business credit cards, small business loans, growing customer overall bank relationship and financial success
  • Promoted to Assistant Branch Manager.

Education

Bachelor of Arts - Business Administration - Marketing Concentration

Grand View University
Des Moines, IA

Work Preference

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid

Important To Me

Company CultureWork-life balance
Adam Hartung